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FundForum Asia - Asian Investment Management Conference

New Horizons For Asian Asset Management

FundForum Asia 2015 Speakers Included:

FundForum Asia 2015 Speakers Included:

Roger Sadewsky Investment Director, Multi-Asset Investing Standard Life Investments

Roger has 29 years’ industry experience and joined Standard Life Investments in 2004. He began his career in rates before specialising in credit and credit derivatives. Prior to joining the firm, he gained experience at Deutsche Bank and then at JP Morgan where he was responsible for distributing a credit product (cash and derivatives) to UK asset managers. Roger is a senior portfolio manager working in the Multi Asset Team jointly managing the Absolute Return Bond Strategies fund and is a key member of the GARS portfolio management team.


Jeroen Buwalda Asia Pacific Wealth & Asset Management Advisory Leader EY


Jeroen Buwalda is a specialist in global wealth management platforms, with more than 17 years’ experience driving innovative change for wealth managers, funds and banks across Europe, Asia, Australia and New Zealand. He leads EY’s Asia-Pacific Wealth & Asset Management Advisory practice focusing on corporate strategy, enterprise architecture and large-scale IT-enabled transformation programs. Jeroen previously led advice and private banking merger integration and transformation at Westpac, one of Australia’s largest banks and wealth managers


Richard Garland Managing Director, Americas & Japan and Asia Client Group Investec Asset Management

Richard is the managing director of the Americas, Japan and Asia Advisor Client Groups at Investec Asset Management. He is responsible for the oversight of offshore fund distribution in the Americas, and institutional clients in South America, North America and Japan. Richard is responsible for Investec Asset Management’s fund distribution business in Asia, as well as head of the Global Financial Institutions Group. Richard originally joined the firm as managing director in 2006 to head the Americas region. Prior to this he was CEO of Global Armour, a global manufacturer of personal protection equipment.


Rajeev Mittal Managing Director, Regional CEO Asia Pacific Pinebridge Investments

Rajeev Mittal, in his role as CEO for Asia Pacific, is responsible for implementing PineBridge’s dynamic growth strategy across the region where PineBridge has a long history of servicing both institutional and retail clients. Prior to taking on his expanded role in Asia and relocating to Hong Kong from London early in 2011, Rajeev was CEO for PineBridge Investments in Europe.


Mark Smallwood Head of Franchise Development and Strategic Initiatives, Asia Pacific DeAWM

In his current role , Mark is responsible for developing and executing DeAWM and “One Bank” client engagement activities, identifying and closing knowledge gaps within DeAWM, and raising the profile of DeAWM with external stakeholders. Mark has been with Deutsche Bank since 2003, when he spent six years in Geneva as Global Head of Insurance Solutions before moving to Singapore where he spent five years as Head of Wealth Planning for APAC.


AJ Harper President and Chief Executive Asia Pacific BNY Mellon Managed Accounts


AJ is responsible for the company’s strategic objective to launch and grow a managed accounts business in the region. He is also a member of the company’s Asia Pacific Operating Committee and a member of the company’s Asia Pacific Executive Committee for Investment Management. Before relocating to Hong Kong in late 2012, he was Co-President of Pershing Managed Account Solutions and Managing Director for Pershing LLC and Lockwood Advisors, Inc., both BNY Mellon companies.


Qing Wang President & Chief Strategist Chongyang Investment Management


Qing Wang is President and Chief Strategist of Shanghai Chongyang Investment Management Co., Ltd.  Chongyang Investment is one of the largest hedge funds in China with AUM about US$2bn. Before joining Chongyang Investment in April 2013, Dr. Wang was Managing Director and Deputy Head of Investment Banking Department at China International Capital Corporation (CICC) during 2011-13. Dr. Wang joined CICC from Morgan Stanley, where he was Morgan Stanley’s Managing Director and Chief Economist for Greater China during 2007-2011.


Jey Zeng Deputy General Manager Yaozhi Asset Management

Jay Zeng, Deputy General Manager of Yaozhi Asset Management Mr. Zeng has about 10 years of experience in investment banking and asset management in China. Prior to joining Yaozhi Asset Management, Mr. Zeng was the Market Director of Mirae Asset Huachen Fund, Vice President at Investment Banking of Mirae Asset Securities and Director of Investment Planning Department at Corstone Capital.


Christopher Gunns Managing Dirctor QFII Advisory, International Business China Universal Asset Management

Christopher joined China Universal Asset Management in May 2013 to help develop the firm’s presence in the global marketplace meeting the needs of investors seeking exposure to China’s capital markets. Prior to joining China Universal, Christopher worked for ING Investment Management for a period of more than 12 years. 


Chi Lo Senior China Strategist BNP Paribas Investment Partners

Chi joined BNPP IP in 2010 through HFT Investment Management (HK), BNPP IP’s joint venture partner in China, where he was CEO.  Prior to joining HFT, he was Head of Overseas Investment at Ping An of China Asset Management (HK) Ltd. Chi’s other  positions in Asia included Asia Research Head for the British private property fund Grosvenor, chief economist and strategist for Asia at Standard Chartered Bank and research director for Greater China at HSBC in Hong Kong.


Andy Rothman Investment Strategist Matthews Asia

Andy Rothman is an Investment Strategist at Matthews International Capital Management, LLC. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients.


Henry Davis President Arden Asset Management

Henry P. Davis is President of Arden Asset Management LLC and is a Partner and Chairman of Arden's Executive Committee and member of Arden’s Investment Committee. Mr. Davis led the team that launched the Arden mutual fund in 2012 and is the President/CEO of Arden Investment Series Trust. Mr. Davis is also involved in manager research and portfolio management for each of the Arden funds and previously was a Managing Director responsible for supervising Arden’s research activities since 2001. Prior to joining Arden, Mr. Davis was an investment advisor and an attorney specializing in corporate and asset management work.


Sheila Patel Chief Executive Officer of International GSAM

Sheila focuses on the GSAM client business in EMEA and business management and strategy for GSAM Asia Pacific Ex-Japan. Sheila also serves on the GSAM Operating Committee and the IMD Client and Business Standards Committee. Prior to her current role, she served as co-head of Equities Distribution in Asia and before that she was head of US Derivative Sales and US Synthetics Sales in the Equities Division. Sheila joined Goldman Sachs in 2003 as a managing director and was named partner in 2006.


Lindsay Wright Co-CEO Harvest Capital Management

Ms Wright is currently Chief Executive Officer of Harvest Alternatives Investment Group and Co Chief Executive Officer of Harvest Capital Management; collectively the Alternatives arm of Harvest Fund Management Company Limited, the second largest asset management company in China. She is responsible for building from scratch the firm’s alternative presence and developing investment strategies for the firm’s principally private investing products which include; China focused Real Estate, Structured Credit, Private Equity and Capital Markets (Hedge Funds, Absolute Return and Structured Products).Ms Wright has extensive asset management, private investing and strategic and business development experience with over 26 years in financial services.


Ding Chen CEO CSOP Asset Management

Ms. DING joined the Company in June 2010 as the Chief Executive Officer and Chief Investment Officer, overseeing its overall business. She led the Company to achieve great results including being the biggest RQFII manager in Hong Kong. Ms. Ding was also Assistant Chief Executive Officer & Managing Director of China Southern Asset Management Co. Ltd. (“CSAM”) from 2003 to July 2013 where she established and managed the whole QDII business for the CSAM since July 2003.At present, Ms. Ding is Chairperson of Chinese Asset Management Association of Hong Kong and Deputy Chairperson of Chinese Securities Association of Hong Kong


Richard Tang CEO ICBC Credit Suisse Asset Management

Richard Tang is the Chief Executive Officer of ICBC Credit Suisse Asset Management (International), the international arm of the joint venture between the Industrial and Commercial Bank of China and Credit Suisse, focusing on the international asset management and overseas operations of the joint venture. Mr. Tang joined ICBCCS in August 2013, and prior to that was the Head of International Business and Portfolio Manager at Bank of China Investment Management.


Francis Tjia Co-Founder& Group CEO Income Partners

Francis Tjia, CEO of Income Partners, co-founded the firm in 1993 with Emil Nguy. Francis leads corporate strategy, as well as private capital strategies and risk management, and is a member of the investment and operating committees.  Francis is instrumental in the development of the firm’s fixed income as well as Private Capital strategies.


Peter Swarbreck Head of Asia Pacific Jupiter Asset Management

Peter Swarbreck joined Jupiter Asset Management in April 2013 as Head of Asia Pacific, with a focus on expanding Jupiter’s  presence in the region,  in addition to building a brand and the business for the firm.  Prior to this, he was with BlackRock 22 years. Between 2009 and 2012, he was Platinum Accounts Executive across the Asia region and Hong Kong Country Manager and member of the Leadership Committee.  From 2006 to 2009, Peter was head of BlackRock Asia Pacific ex-Japan region and responsible for the Retail business in Asia ex-Japan.


Peter Alexander Managing Director Z-Ben Advisors

Mr. Alexander is the founder and managing director of Z-Ben Advisors, whose scope of business is to work with various foreign financial institutions interested in China’s investment management industry.Peter Alexander has actively participated in China’s investment management industry and, prior to establishing Z-Ben Advisors, worked on two different joint venture initiatives. His broad experience of China’s capital markets now spans nearly 20 years in Shanghai.


Xiaofeng Zhong CEO North Asia Amundi Asset Management

Mr. Xiaofeng Zhong joined Amundi Hong Kong in November 2011 as Deputy Chief Executive Officer, Sales and Marketing, and was appointed Chief Executive Officer, North Asia in September 2012. He is responsible for promoting Amundi Group’s expertise to institutional clients and third-party distributors in North Asia (mainly Mainland China, Hong Kong, Taiwan and South Korea) as well as the management of Asian Equity and Asian Balanced expertise for all clients of the Amundi Group.


Zhang Xiaoling CEO China AMC (Hong Kong)

Mr. Zhang is currently Deputy CEO of China Asset Management Company, and CEO of China Asset Management (HK) Limited. Before joining China AMC, Mr. Zhang was a Deputy Director-General at China Banking Regulatory Commission (CBRC) in Beijing, in charge of supervision of foreign banks in China. Before that, Mr. Zhang was an economist at the Federal Reserve Board in Washington and later was the head of credit trading model risk at Morgan Stanley in New York.


Pedro Bastos Chief Executive Officer, Hong Kong & Regional Head Asia Pacific HSBC Global Asset Management

Pedro joined HSBC in October 2006 as CEO of HSBC Investments Brazil. Before joining HSBC. Pedro worked at one of the leading banks in Brazil, Unibanco, from 1995 and during the last 3 years with the Bank, he worked at their asset management division responsible for equities, hedge funds and credit analysis. Prior to this, he was head of sell-side research and had responsibility for the distribution of equity and fixed income products at Unibanco's brokerage unit. He started his career at First Trust Company in the USA, where he spent nine years mainly focusing on securities analysis.


JB Beckett Senior Manager, Fund Management Assessment Lloyds Banking Group

Jon Becket, affectionately known as 'JB', is an active presenter and columnist on fund selection, fund governance and wider industry issues. A fund selector for over 15 years, JB is a UK spokesperson for the Association of Professional Fund Investors, author and senior reviewer for the Chartered Institute for Securities and Investments, think tank member, Non Executive Director for smaller fund platforms and a gatekeeper for the Scottish Widows and Lloyds Banking Group £100bn+ unit linked platform, With Profits fund and wider investment proposition.


Jim McCaughan Chief Executive Officer Principal Global Investors

Jim is chief executive officer of Principal Global Investors. He also serves as president of global asset management for the Principal Financial Group. In this capacity, Jim oversees investment activities across asset classes and market regions, with primary responsibility for the strategic development of Principal’s asset management business globally.


Martin Gilbert CEO & Co-Founder ABERDEEN ASSET MANAGEMENT

Under Martin’s leadership, Aberdeen has become one of the world’s leading independent asset managers through a combination of organic growth and acquisition. The Group’s core expertise is in equities, fixed income, alternatives and property and it manages assets for national and corporate pension funds, central banks, financial institutions, charities, foundations and private individuals around the world. Martin is a non-executive director of British Sky Broadcasting Group PLC. He is also a member of both the Monetary Authority of Singapore’s International Advisory Panel and the International Advisory Board of British American Business. Martin is Adjunct Professor of Finance at Imperial College Business School and a member of the Scottish Government’s Financial Services Advisory Board.


Andrew Parry CEO Hermes Sourcecap

Andrew Parry joined Hermes Sourcecap in December 2006 and as Chief Executive Officer has specific responsibility for business development, risk management, and portfolio construction for the company. Prior to joining Hermes Sourcecap, Andrew established Pembroke Capital Management in January 2003 and successfully launched the Magenta Fund, a global equity non-directional fund in March of that year, which reached $240m peak assets under management. 


Tim Haywood Investment Director GAM

Tim Haywood is an Investment Director Business-Unit Head for fixed income, responsible for the absolute return bond family of funds and various long only fixed income mandates. Mr Haywood joined GAM following its acquisition of the fixed income and foreign exchange specialist, Augustus, in May 2009. He joined Augustus (then Julius Baer Investments Limited) in 1998 from Orient Overseas International Limited in Hong Kong, where he was CIO. 


Eddy Wang CEO Fundsupermart

Eddy, the General Manager of Fundsupermart.com (Hong Kong), oversees the platform business in Hong Kong and supervises the local research team. He is currently a member of the Product Onboard Committee that reviews investment products available on the Fundsupermart.com platform.


Vincent Chui Head of Asia Morgan Stanley Private Bank

Vincent Chui is a Managing Director and Head of Asia Institutional Equity Distribution and Private Wealth Management of Morgan Stanley. He sits on the Firm’s Equity Operating Committee and Asia Executive Committee. For his institutional role, he manages global distribution of Asia institutional equity products, including cash, derivatives, prime brokerage and capital markets products. For his wealth management role, he manages the Firm’s Asia private banking business which focuses on active wealth owners domiciled in the region.


Ashwin Mehta Chairman Nomura Asset Management Taiwan Limited

Prior to Taiwan, Ashwin was heading Strategy, Business Development and Corporate Planning for ING’s Asia/Pacific life insurance and asset management business based out of Amsterdam and Hong Kong, reporting to the Executive Board of ING Group.  In this capacity, Ashwin played a major role in shaping ING’s footprint across the region having led several M&A transactions, negotiated various joint ventures arrangements, initiated many start-up initiatives and overseen several key divestments


Roger Bacon Managing Director, Head of Managed Investments Citi Private Bank

Based in Hong Kong, Roger oversees all MI Product Sales, Tailored Portfolio Group (TPG) Origination and Sales and regional MI product administration. He is also responsible for coordinating the regional activities associated with traditional funds research, alternatives research, operational due diligence and TPG portfolio management through a matrix reporting line. Prior to his current role, he was Head of Hedge Fund business for UBP in London.


Eleanor Wan CEO BEA Union Investment

Eleanor had an extensive background in various functional areas within the mutual fund industry in Asia, including overall business development, marketing, sales, client servicing, and general management. Before joining BEA Union in mid 2011 as its CEO, she was CEO of the Institute of Financial Planners of Hong Kong, leading the Institute’s efforts in promoting the professional standards of financial planners in Hong Kong. Prior to that, she was CEO of Allianz Global Investors Hong Kong Limited, where she was responsible for developing and implementing growth strategies and managing multinational distributors




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